WTTW and WFMT - Planned Giving Manager

WTTW (Chicago PBS) and WFMT (Classical radio) are seeking a Planned Giving Manager who is responsible for qualifying and fulfilling requests of our planned giving leads and assisting with the cultivation and stewardship of new and existing legacy society members. The position will include ongoing cultivation with various stakeholders including a mature and loyal donor segment, executors, trust officers, and attorneys, so strong interpersonal and relationship-building skills are essential. The Planned Giving Manager will report to the Senior Director, Planned & Major Gifts to support a collaborative planned giving program on behalf of WTTW and WFMT.

Track, report and evaluate engagement with members of the Newton N. Minow Founders Society.

Track and analyze all planed giving marketing results.

Management of the notification process of planned gifts and track data entry to ensure proper recording in database.

Responsible for administration process of estate and trust gifts to WTTW and WFMT.

Responsible for gift annuity administration.

Cultivation/Portfolio

Manage portfolio of 100-125 individual planned giving/major giving prospects. Recommend appropriate outright, planned, and blended gift options for prospects based on their financial and charitable goals; partner with the Development team to help maximize opportunities for major, planned and blended gifts.

Solicit planned and major gifts including bequests, directed contributions through IRAs and retirement accounts and other vehicles.

Other

Participate in Development and other WTTW and WFMT events as necessary.

Seek training necessary to remain current in knowledge of deferred giving issues and vehicles.

Performs other duties as required.

REQUIRED QUALIFICATIONS:

Bachelor’s Degree and 2+ years of development experience, preferably in planned giving.

Excellent interpersonal and relationship-building skills; must possess strong verbal and written communication skills with experience communicating with a mature donor audience/segment.

Experience working cooperatively as a member of a team as well as independently with self-direction and ability to meet timelines.

Strong work ethic with demonstrated experience working independently and in conjunction with other professional fundraising staff